TaxDome features explained
Conceptual overviews of TaxDome's main features and tools.
Platforms & access
Ways you can access TaxDome and what each platform supports.
System-wide features
Intro to tools that work across TaxDome: filters, templates, shortcodes, integrations, and reminders.
Document management
Intro to how documents work in TaxDome: storage, permissions, e-signing, AI, and tax return delivery.
CRM & Client portal
Intro to clients, contacts, accounts, and client portal basics in TaxDome.
Client communication
Intro to client communication channels in TaxDome: chats, email, SMS, organizers, and requests.
Roles & permissions
Intro to team roles, access levels, and assignees in TaxDome.
Workflow automation
Intro to pipelines, jobs, tasks, stages, and automations in TaxDome.
Billing & firm operations
Intro to invoicing, payments, proposals, time tracking, and reporting in TaxDome.
Security & compliance
TaxDome's security basics: account protection, virus scanning, and email safety.